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    1. BT Academy
    2. Practice management
    Practice management

    Business development

    Find practical information that will help you grow your business and stay up to date with BT products and industry changes.
    Approved Product List: potential benefits for registered financial advisers
    Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
    business women talking with clients
    How a growth mindset can help your practice
    A growth mindset is the belief that intelligence, talent and personality can be developed, especially through seeking new experiences and learning from failure.
    Access the latest in practice insights, market news and articles to help you grow your business.
    Subscribe to BT Academy
    professionals engaging with his clients
    The art of client engagement
    With established business models under threat, it is becoming more important for clients to build trusted relationships with their clients.
    Are you ready to build the practice of the future
    In a rapidly changing landscape, financial advice practices have never been under greater pressure to adapt.
    team in an office
    Building the practice of the future: leveraging technology to transform productivity
    New technologies are transforming the way we access and use a range of financial services.
    Update on FASEA’s new education standards
    Further progress has been made to define the FASEA education standards which will ultimately be passed through Parliament. Learn more.
    How to use social media to find new clients
    The future is online and so are your clients. If you’re not making the most of social media platforms, you’re missing out on potential clients. Get some tips here.
    5 ways to demonstrate value to your clients
    One of the most effective and affordable ways to grow your business is to demonstrate your value through relationship-based marketing. Learn more.
    Make the most of referral marketing
    In business – just like in life – things are always easier when you have someone helping you. This is why it’s always worth building strong referral relationships to help spread the word about your business.
    Lady at computer
    Rules of engagement - client surveys
    Top 10 tips from Business Health on how to survey your clients and get the most from your feedback in your practice.
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